San Luis Wealth Advisors LLC Fidelity Covington Tr Blue Chi Transaction History
San Luis Wealth Advisors LLC
- $528 Million
- Q4 2024
A detailed history of San Luis Wealth Advisors LLC transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 10,030 shares of FBCG stock, worth $402,203. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,030Holding current value
$402,203% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding FBCG
# of Institutions
184Shares Held
42.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY8.34MShares$334 Million0.03% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL5.58MShares$224 Million4.45% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN5.3MShares$213 Million6.48% of portfolio
-
Commonwealth Equity Services, LLC2.23MShares$89.5 Million0.15% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN1.97MShares$78.9 Million0.18% of portfolio